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iShares S&P 1500 Index Fund shares owned by Charles Schwab Investment Advisory

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Charles Schwab Investment Advisory from 13F filings

Historical chart of Charles Schwab Investment Advisory investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $467k 4.0k 115.30
2023-12-31 $418k 4.0k 105.23
2023-09-30 $602k 6.4k 94.18
2023-06-30 $398k 4.1k 97.84
2023-03-31 $438k 4.8k 90.55
2022-12-31 $842k 9.9k 84.80
2022-09-30 $646k 8.1k 79.55
2022-03-31 $470k 4.7k 100.95